Atria Investments’s PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund CORP Stock Holding History

Atria Investments’s Portfolio CORP Stock Details CORP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-36,387	Closed	-$3.77M	–	985
2019 Q1	$3.77M	Buy	36,387 +16,889	+87%	+$1.71M	0.16%	123
2018 Q4	$1.93M	Sell	19,498 -7,751	-28%	-$766K	0.09%	186
2018 Q3	$2.74M	Buy	27,249 +953	+4%	+$96K	0.11%	164
2018 Q2	$2.64M	Sell	26,296 -19,572	-43%	-$1.97M	0.12%	171
2018 Q1	$4.69M	Sell	45,868 -4,734	-9%	-$489K	0.23%	80
2017 Q4	$5.35M	Buy	50,602 +12,991	+35%	+$1.37M	0.27%	60
2017 Q3	$3.96M	Buy	37,611 +16,238	+76%	+$1.71M	0.22%	83
2017 Q2	$2.25M	Buy	21,373 +1,894	+10%	+$197K	0.14%	168
2017 Q1	$2.01M	Buy	19,479 +8,698	+81%	+$893K	0.13%	178
2016 Q4	$1.1M	Buy	+10,781	New	+$1.12M	0.08%	223

Other funds holding CORP

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FIM

Frontier Investment Management Dallas, Texas $1.62B AUM 1.86% 1-Year Est. Return

MAG

Mokosak Advisory Group Urbandale, Iowa $399M AUM 16.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Atria Investments's CORP Position: Q2 2019 in Review

Atria Investments sold out of PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund (CORP) in Q2 2019, closing a stake of 36,387 shares — an estimated $3.77M sold.

Atria Investments first reported a position in CORP in Q4 2016 and held it in 10 quarters. The position peaked at $5.35M in Q4 2017. 122 funds tracked by Wall St. Rank hold CORP as of Q2 2019.

Atria Investments reported no remaining PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position as of Q2 2019 after selling out during the quarter.
Atria Investments sold 36,387 PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund shares in Q2 2019, an estimated $3.77M.
Atria Investments first reported a position in PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund in Q4 2016 and held it in 10 quarters.
Atria Investments's PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund position peaked at $5.35M in Q4 2017.
122 funds tracked by Wall St. Rank held PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund as of Q2 2019.

Based on Atria Investments's 13F filing for Q2 2019, filed 9 Aug 2019.